+1,651.7%
APO vs TRMB
+125.9%
+1,525.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | -1.2% |
| 7D | +0.2% | +4.1% | -4.0% | -1.6% |
| 30D | +3.1% | -5.1% | +8.2% | +3.7% |
| 3M | -12.0% | -2.6% | -9.4% | -12.7% |
| 6M | -5.0% | -2.7% | -2.3% | -6.4% |
| YTD | -14.0% | -27.9% | +13.9% | -3.2% |
| 1Y | -5.9% | -29.0% | +23.1% | +6.6% |
| 3Y | +51.6% | +35.0% | +16.6% | +30.2% |
| 5Y | +80.8% | -33.9% | +114.7% | +105.1% |
| 10Y | +839.9% | +106.1% | +733.8% | +584.6% |
| All | +1,651.7% | +125.9% | +1,525.8% | +1,019.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TRMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling